9 Ways to Build Credibility With Clients
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North breaks down 9 powerful ways annuity agents can build credibility with clients. Credibility isn’t just about knowing your products—it’s about how you present yourself, position your expertise, and leverage tools that show clients they can trust you with their retirement future. ➡️ Caleb covers: Why being an actual expert is the foundation of credibility How professional branding sets you apart from other agents The role of media presence—from books and podcasts to guest spots and articles Leveraging established...
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How to Weather Life’s Storms While Building Your Annuity Business
7 Figure Annuity Sales
After a brief hiatus, 7 Figure Annuity Sales welcomes back host Chad Owen for one of his most personal and vulnerable episodes yet. Chad opens up about the recent hardships and challenges he’s faced in his own life, offering an honest look at how he’s navigated those storms while continuing to perform at the highest level in annuity sales. ➡️ In this episode, Chad shares: The personal trials that tested his focus and resilience How he stayed committed to his clients and business through difficult times The mindset and habits that kept him moving forward when quitting felt easier ...
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The Two Crucial Mistakes Annuity Agents Make With Leads
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North highlights two critical mistakes that can quietly undermine an agent’s entire lead strategy. These aren’t just slip-ups—they’re foundational errors that can derail your growth if left unchecked. Many agents pull the plug on a new lead system prematurely, basing their decision on initial impressions rather than measured results. Even worse, they point the finger at the leads themselves—when the real issue could be their sales process. ➡️ In this episode, you’ll learn: Why abandoning a lead system too early can kill...
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How Much Do Annuity Leads Really Cost in 2025?
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North dives into one of the most important—and often misunderstood—aspects of growing your annuity business: lead cost. Whether you're just getting started or you're a seasoned producer, understanding what you're really paying for and how to maximize your ROI is critical to scaling your success. ➡️ In this episode, Caleb covers: What annuity leads actually cost—and why prices vary so widely The difference between cheap leads and valuable opportunities Common traps new agents fall into when buying leads How to assess the...
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What I Wish I Knew Before Selling Annuities
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North shares the insights, lessons, and hard truths he wishes he knew when starting out in the annuity industry. If you're a new or aspiring annuity agent, this episode is your shortcut to avoiding costly mistakes and setting yourself up for long-term success from day one. ➡️ You’ll learn: - The biggest misconceptions new agents have about selling annuities - What actually drives production and client trust in the early stages - The foundational habits and mindsets that lead to sustainable business - Tips for finding the right...
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You Are Trying To Do TOO MANY Well Things With One Annuity Product
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client’s primary need, not chase a “Swiss Army knife” solution. ➡️ In this episode, Caleb breaks down: Why trying to cover growth, income, safety, and liquidity in one product often backfires The importance of identifying a product’s true purpose—and staying disciplined in how you...
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Everything You Need To Know About Index Strategies
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuities: index strategies. If you're selling annuities without fully grasping how caps, spreads, participation rates, and crediting methods work, you’re leaving both value and trust on the table. ➡️ In this episode, you’ll discover: The core index strategies used in modern annuities (and when to use each) How to explain performance triggers, point-to-point crediting, and volatility control indices to clients Why not all index...
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What They Don’t Tell You About Annuity Bonuses!
7 Figure Annuity Sales
In this powerful episode of 7 Figure Annuity Sales, host Caleb North pulls back the curtain on the often-misunderstood world of annuity bonuses. While bonus features can look enticing on paper, Caleb highlights the hidden pitfalls that many agents overlook—costly strings, limited use cases, and client outcomes that fall short of expectations. ➡️ What you’ll learn in this episode: - The real mechanics behind annuity bonuses and how carriers apply them - 3 key scenarios when a bonus actually benefits your client (and why they’re rare) - How to calculate the true cost of a bonus,...
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Why Top Agents Leverage Technology
7 Figure Annuity Sales
In this episode, we explore the importance of embracing technology to run a more efficient and scalable annuity business. From organizing client data to streamlining your sales process, the right tools can save time, reduce errors, and help you stay focused on what matters most—serving your clients. We talk about how adopting tech doesn’t replace hard work; it enhances it. If you want to stay competitive and maximize your impact, learning to use technology effectively is no longer optional—it’s essential.
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Becoming an Expert is the BARE MINIMUM
7 Figure Annuity Sales
In this episode, we unpack why becoming an expert in the annuity industry isn’t the finish line—it’s the starting point. Having a solid grasp of products, strategies, and regulations is the bare minimum every agent should strive for. But what separates the average from the elite is what you do beyond that—going the extra mile for your clients, working closely with carriers, and constantly leveling up your knowledge and effort. If you want to be a top producer, it starts with expertise, but it takes much more to truly stand out.
info_outlineJoin us for an engaging update from Chad as he shares insights from his recent move to Colorado, recaps the adventures from his trips over the past year, and reflects on the importance of family. He'll also dive into his strategies for tackling the annuity business as we head into 2025. This episode offers a personal look at how balancing life and work can lead to greater success and satisfaction in the professional realm. Listen in to get inspired by Chad's journey and gain tips on how you can approach your own business challenges in the coming year.